This webinar will be held on Thursday, July 31 at 2:00pm ET
Sponsor: IRIS
Duration: 1 Hour
While many businesses are dealing with common frustrations that come with staying on an old platform—lack of technological advancements, dated user interface, insufficient features, and poor support, we understand that the prospect of migrating all your data and adapting to a new software can be daunting.
However, sticking to an old system might be limiting your growth and leaving you vulnerable to increased workload, security and compliance risk while decreasing your payroll service revenue.
Learning Objectives:
- Preparing for a Software Conversion: Learn how to create a robust conversion plan that sets the stage for success.
- Best Practices for Migrating Data: Get insights on the most effective strategies for transferring data without losing critical information.
- Do’s and Don’ts for a Quick and Painless Conversion: Discover the essential steps to ensure that your conversion process is smooth, minimizing disruptions to your business and avoiding stress on your staff.
- Exploring Different Conversion Options: Evaluate various conversion methods to find the one that best suits your organization’s needs.
- Onboarding Staff and Clients: Equip yourself with techniques to seamlessly onboard your team and clients to the new system.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Business Management and Organization |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented By:
Mario Dobles is a systems consultant with over 20 years of experience in the implementation and service delivery of HCM/Payroll software. Responsibilities have included the project management of large implementations, the daily management of direct staff, system conversions and training.
For over 20 years, Jereme Schumacher has worked in the installation, implementation and support of payroll and HCM software solutions for Sage, Intuit, Apex, Paychex and IRIS. His experience includes data gathering, system data conversion, accuracy testing, and training as well as strategic planning and interface development.
Moderated By:
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
The right business software can ease your biggest operational challenges – simplifying complex tasks and automating repetitive ones. Whether you’re a business filing its company accounts, or a school communicating with parents and taking payments for school trips, we help improve productivity, compliance and engagement.
CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
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